DoubleScale is the operating system for a WordPress-native business. It replaces the stack most teams cobble together — CRM + Mailchimp + Calendly + ClickUp + a transactional email provider + a helpdesk + a reporting dashboard — with one plugin that lives inside wp-admin and stores everything in your own database.

You shouldn’t need eight separate logins, eight billing relationships, and eight half-broken integrations to run a small business. DoubleScale unifies them around a single contact record, so a form submit can fire an automation, book a meeting, open a support thread, score the lead, alert the assigned rep, and send the receipt — all from the same data model.

What’s inside one plugin

DoubleScale is a single install that gives you nine first-class modules, every one designed to feel like a dedicated product:

1. CRM — contacts, lists, segmentation, activity timeline
A complete contact database. Unlimited records, unlimited custom fields. Tag-based and rule-based segmentation, bulk operations, and CSV / WordPress user / WooCommerce imports. Every contact has a full activity timeline that stitches together emails, SMS and WhatsApp messages, deal stage changes, bookings, support threads, page visits, form submissions, link clicks, and automation runs — one chronological view per contact, no tab-switching.

2. Sales — pipelines, documents, and recurring revenue
Run your full revenue workflow from one Sales workspace in wp-admin — from first lead to signed contract, paid invoice, and recurring subscription.

Pipelines — drag-and-drop kanban deal boards with multiple stages, weighted forecasting, win/loss reasons, and per-deal custom fields. Stage changes fire automations (move to “Closed Won” send an invoice, assign a task, tag in CRM).
Proposals — branded quotes with line items, customer acceptance, and one-click convert to invoice.
Invoices — send, track, and collect payment online (Stripe and manual payments).
Contracts — templated agreements with signatures and lifecycle automations.
Credit notes — issue refunds and adjustments tied to invoices.
Taxes — configure tax rates and apply them to proposal, contract, and invoice line items.
Subscriptions — recurring billing and subscription management (Pro).
Client portal — embeddable logged-in customer hub ([doublescale_client_portal]) where buyers view proposals and invoices, see outstanding balance, follow document lifecycle on a unified timeline, open contracts and credit notes (Pro), and manage subscriptions (Pro). Customers jump to secure public pages to accept proposals, pay invoices, or sign contracts; the portal aggregates sales documents alongside support tickets and bookings in one dashboard.

Every deal, document, and payment links to the same contact record, activity timeline, and automation engine.

3. Campaigns — email, SMS, and WhatsApp broadcasts and sequences
A drag-and-drop email builder with responsive blocks, reusable templates, A/B testing, and merge tags for any custom field. Broadcast to lists, tags, or rule-based segments.
* Email sequences (drip campaigns) — multi-step nurture flows with time delays, conditional branches based on opens/clicks/replies, and goal-based exit conditions.
* SMS campaigns — broadcast and triggered SMS via Twilio. Shares the same composer, audience, and merge-tag system as email.
* WhatsApp campaigns — send Meta-approved WhatsApp templates and trigger conversations from the same builder. Inbound replies route to the unified inbox.
* Per-link tracking with automation triggers, bounce handling with soft/hard classification, and full delivery logs.

4. Booking — self-service appointment scheduling
A full scheduling system inside WordPress — no Calendly needed. Create single events for one-on-one meetings (consultations, demos, coaching sessions) or team events where multiple staff members share availability and bookings are assigned via round-robin or manual selection. Configure slot durations, buffer times between appointments, and per-day availability windows. Guests pick a time from an embeddable booking page, fill out a customizable intake form, and receive automated email/SMS confirmations and reminders. Supports Stripe payment collection for paid bookings, waiting lists when slots fill up, rescheduling and cancellation flows, and automatic time-zone detection. Every booking lands on the contact record and can trigger automations (e.g., tag the contact, create a deal, send a follow-up sequence).

5. Tasks — team task management
Create, assign, schedule, and track tasks. Link them to contacts and deals. Due dates, reminders, status workflows. Stop running a separate ClickUp or Asana when 80% of your tasks are about customers anyway.

6. SMTP — multi-provider email routing
A complete wp_mail() replacement built into the CRM — no separate SMTP plugin required. Connect one or more of 20+ providers: SendGrid, Amazon SES, Mailgun, Postmark, SparkPost, SMTP.com, SMTP2GO, Gmail (OAuth), Outlook (OAuth), Zoho (OAuth), MailerSend, Mailjet, Mandrill, Brevo (Sendinblue), Elastic Email, SendLayer, SocketLabs, Loops, and generic SMTP relay. Set up multiple connections with routing rules so transactional mail goes through one provider while marketing campaigns use another. OAuth authentication for Gmail, Outlook, and Zoho — no app passwords needed. Includes full email delivery logs, bounce handling with soft/hard classification, provider health checks, email test sending, and automatic failover when a provider is down.

7. Support — ticket-based helpdesk with mailbox channels and customer portal
A complete helpdesk built into your CRM. Customers open tickets via a self-service portal or by emailing a connected mailbox; agents reply, assign, tag, and resolve — all without leaving WordPress. Features include: multiple mailbox channels (web and IMAP), configurable email notifications with threading and subject tagging, file attachments with signed secure downloads, ticket priority and status workflows, CC management, bulk actions (assign, close, merge, tag), per-ticket activity logging, custom fields, saved replies, and a built-in reports dashboard. IMAP polling brings inbound emails straight into the agent inbox. Every ticket links to the contact record and can trigger automations — auto-tag, route to an agent, create a deal, or start a follow-up sequence.

8. Analytics — dashboards & reports
A built-in reporting layer covering revenue, pipeline forecasts, campaign performance (opens, clicks, conversions per send), contact growth, automation execution, and email deliverability. Visual charts, KPI cards, custom date ranges, CSV exports. The numbers your founder, marketer, and ops lead all need — without exporting to a BI tool.

9. User roles — scoped access for sales, support, and booking teams
DoubleScale ships seven dedicated WordPress roles (plus site administrators). Assign them under Settings Team. Users can hold multiple roles — capabilities merge across roles.

Sales (Pro)

CRM Manager — Full CRM admin: all contacts, deals, pipelines, settings, team, reports, import/export, and all proposals/invoices. Full Support inbox access without a separate support role.
Sales Manager — All deals and contacts; import/export; all proposals and invoices. Support access requires an additional support role.
Sales Rep — Own deals and contacts only; own proposals and invoices; create deals and log activities.

Support

Support Manager — View and manage every support ticket; assign agents; reply on any thread.
Support Agent — View the Support module; reply on tickets assigned to them.

Booking

Booking Manager — Read and manage all calendars, bookings, and availability schedules across the team.
Booking Agent — Manage only own calendars, bookings, and availability.

Administrators

WordPress Administrator — Every DoubleScale capability automatically.

Notes

CRM Manager, Sales Manager, and Sales Rep require DoubleScale Pro.
Support and Booking roles are available when those modules are enabled.
Disabling a module suspends its role capabilities; assignments are preserved when you turn the module back on.

Plus: a visual automation engine that connects all nine

Underneath every module is one workflow builder. 100+ triggers across contacts, deals, forms, booking, support, messaging, e-commerce, LMS, and membership plugins — flow into multi-step automations with conditional branches, time delays, goal conditions, and webhook calls. Actions include: send email, send SMS, send WhatsApp, start or pause an email sequence, tag, score, move a deal to a new stage, create a deal, assign a task, post to Slack, hit a webhook.

Automation integrations:

E-commerce — WooCommerce (orders, subscriptions, memberships, cart abandonment, reviews, wishlists), Easy Digital Downloads, SureCart
Forms — Contact Form 7, WPForms, Fluent Forms, Quill Forms (free); Elementor Forms, Gravity Forms, Ninja Forms, Formidable, Forminator, MetForm, WS Form, Bit Form, SureForms, eForm, JetFormBuilder (Pro)
LMS — LearnDash, Tutor LMS, LifterLMS, LearnPress
Membership — MemberPress, Paid Memberships Pro
Media — Presto Player
Messaging — Email received, SMS received, WhatsApp received
CRM — Contact subscribed/unsubscribed, tags applied/removed, lists applied/removed, deal stage/status/owner/value changed, link trigger clicked, user login/register/role update, webhook received
Booking — Booking created, confirmed, completed, rescheduled, cancelled
Support — Ticket created, closed, reply added, note added, status changed, priority changed, agent assigned

Key capabilities

AI-powered writing and assistance — Connect your own API key from OpenAI, Google Gemini, Groq, OpenRouter, or any OpenAI-compatible provider. AI-assisted email composition, smart template generation, subject line suggestions, and content rewriting are built right into the campaign builder and email editor. Bring your own key, pick your provider, and keep full control over cost and data.
One contact record shared across every module — campaigns, bookings, tasks, helpdesk threads, and deals all attach to the same contact.
Unlimited contacts and custom fields with no per-contact or per-seat fees.
Self-hosted: all records live in your own WordPress database; no third-party cloud, no vendor lock-in.
GDPR-friendly: per-contact exports, hard-delete workflows, consent tracking per channel, retention rules, and unsubscribe handling.
Benchmarked at 100,000+ contacts on a single-server install. Background processing keeps the frontend fast.
Deep WordPress integrations: WooCommerce, Easy Digital Downloads, SureCart, and LMS plugins (LearnDash, LifterLMS, LearnPress, Tutor LMS) feed the CRM natively.
15 form-builder integrations — Contact Form 7, WPForms, Fluent Forms, Quill Forms (free); Elementor Forms, Gravity Forms, Ninja Forms, Formidable, Forminator, MetForm, WS Form, Bit Form, SureForms, eForm, and JetFormBuilder (Pro).

Who DoubleScale is for

Founders, agencies, marketers, course creators, e-commerce operators, and revenue teams who want one WordPress-native operations platform instead of stitching together eight SaaS subscriptions. From solo operators to organizations running 100k+ contacts — DoubleScale is built to scale with your business, not punish it with row-count surcharges.

Learn more at doublescale.io.

Source Code

This plugin includes compiled JavaScript and CSS in the build/ directory. Human-readable source lives in src/.

Public repository: DoubleScale on GitHub

Build from source
1. Install Node.js (LTS recommended)
2. From the plugin directory: npm install
3. Production assets: npm run build
4. Development/watch: npm run dev

Outputs include client bundles under build/. Third-party libraries are listed in package.json.

Lint / code standards

The PHP code follows the WordPress Coding Standards (WPCS 3.x) with WordPress-Extra (security sniffs) and PHPCompatibilityWP enabled.

composer install — installs PHPCS, WPCS, and the rest of the dev tools.
composer lint — runs phpcs --standard=phpcs.xml.dist against doublescale.php, includes/, bin/, and phpunit/.
composer format — runs phpcbf to auto-fix what it can (whitespace, indentation, brace style).

For plugin-structure / readme / asset-organization checks, install the official Plugin Check plugin into a local WordPress install and run it via Tools Plugin Check. Plugin Check is the same tool the WordPress.org review team runs.

Privacy Policy

DoubleScale stores CRM, campaign, booking, task, support, and analytics data in your WordPress database. The plugin does not transmit that core repository to DoubleScale servers by default.

Where you enable optional third-party integrations (SMTP providers, Twilio, Stripe, WhatsApp, Slack, ActiveCampaign, HubSpot, etc.), data flows are governed by those providers’ terms — and only carry the fields you explicitly map. You can disable any connector by removing credentials or turning off related automations.

Privacy-minded operators have access to: per-contact GDPR exports, hard-delete workflows, consent tracking per channel, retention rules for tracking data, and unsubscribe handling for every send.

External Services

DoubleScale connects to external services only when you configure those integrations. No data is transmitted without your API keys, OAuth grants, or explicit provider setup. Each provider listed below is independent of DoubleScale; using one means you also agree to that provider’s terms and privacy policy.

For every service below:

Endpoint — API base URL used after you save credentials (not a public marketing or documentation page; it may not load in a browser).
Terms / Privacy — Public legal pages for that provider. These are the URLs WordPress reviewers and site owners should open to read each service’s policies.

AI services

OpenAI (optional)
* Purpose: AI-assisted email composition and template generation.
* Data sent: The prompt text and any campaign content you submit through the AI builder. Sent only when you click an AI generate action.
* Endpoint: https://api.openai.com
* Terms: https://openai.com/policies/terms-of-use
* Privacy: https://openai.com/policies/privacy-policy

Google Gemini (optional)
* Purpose: Alternative AI provider for email composition.
* Data sent: Prompt text and campaign content, only when you click an AI generate action.
* Endpoint: https://generativelanguage.googleapis.com
* Terms: https://policies.google.com/terms
* Privacy: https://policies.google.com/privacy

SMTP / email providers

Each provider is selectable per connection. DoubleScale sends outgoing mail to that provider’s API only after you save credentials.

SendGrid — https://api.sendgrid.com · Terms · Privacy
Mailgun — https://api.mailgun.net · Terms · Privacy
Postmark — https://api.postmarkapp.com · Terms · Privacy
SparkPost — https://api.sparkpost.com · Terms · Privacy
SMTP.com — https://api.smtp.com · Terms · Privacy
SMTP2GO — https://api.smtp2go.com · Terms · Privacy
MailerSend — https://api.mailersend.com · Terms · Privacy
Mailjet — https://api.mailjet.com · Terms · Privacy
Brevo (Sendinblue) — https://api.brevo.com · Terms · Privacy
Mandrill — https://mandrillapp.com/api · Terms · Privacy
ElasticEmail — https://api.elasticemail.com · Terms · Privacy
SendLayer — https://console.sendlayer.com/api · Terms · Privacy
SocketLabs — https://inject.socketlabs.com · Terms · Privacy
Loops — https://app.loops.so/api · Terms · Privacy
Amazon SES — AWS regional endpoints (e.g. https://email.us-east-1.amazonaws.com) · Terms · Privacy

OAuth-based mail providers

Send mail through your own account via OAuth. Outgoing email content and profile email are sent on connect.

Gmail / Google Workspace — https://www.googleapis.com/oauth2/*, https://gmail.googleapis.com · Terms · Privacy
Microsoft Outlook / 365 — https://login.microsoftonline.com, https://graph.microsoft.com · Terms · Privacy
Zoho Mail — https://accounts.zoho.com, https://mail.zoho.com/api · Terms · Privacy

CRM sync providers (Pro)

Two-way contact and deal sync. Only mapped fields are sent.

ActiveCampaign — Your account’s API host · Terms · Privacy
HubSpot — https://api.hubapi.com · Terms · Privacy
Pipedrive — https://api.pipedrive.com · Terms · Privacy
GoHighLevel — https://marketplace.gohighlevel.com, https://services.leadconnectorhq.com · Terms · Privacy

Messaging providers (Pro)

Twilio — SMS sending and inbound. Phone numbers and message content sent. https://api.twilio.com · Terms · Privacy
Meta WhatsApp Business — WhatsApp sending and inbound via Cloud API. https://graph.facebook.com · Terms · Privacy

Payments (Pro)

Stripe — Booking payments (amount, currency, payer email). https://api.stripe.com · Terms · Privacy

Plugin-specific services

DoubleScale (doublescale.io) — License validation, Pro add-on store, update checks. Sends site URL, environment type, and (on explicit action) license key / add-on ID. No CRM or contact data. https://doublescale.io · Terms · Privacy
UI Avatars (ui-avatars.com) — Gravatar fallback. The browser loads an initials avatar when no Gravatar exists; only the display name is in the URL. https://ui-avatars.com/api/ · Terms · Privacy

AI provider endpoints (optional, bring-your-own-key)

Point DoubleScale at any OpenAI-compatible endpoint with your …

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